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  • Our Response To Robert Walter Regarding Herbalife And 10b5-1 Plan [View article]
    Bob, I respect your opinion and thanks for your observations. Who knows with Herbalife.
    Feb 21, 2013. 03:15 PM | Likes Like |Link to Comment
  • Our Response To Robert Walter Regarding Herbalife And 10b5-1 Plan [View article]
    Hey Matt, just sent you a message.
    Feb 21, 2013. 12:18 PM | Likes Like |Link to Comment
  • Did Herbalife Repurchase Shares While In Possession Of Material Non-Public Information? [View article]
    Bob, it's a great observation, and thanks for the comment. Instead of leaving a three page answer to your statement, we drafted up a response which can be found on our site here:

    http://bit.ly/1579JGi

    The long and short of it is, that based on information provided in its own press release and based on the law, there is no way whatsoever that Herbalife could have, or did repurchase its shares under a 10b5-1 written trading plan. We welcome any further comments on this matter.
    Feb 21, 2013. 09:44 AM | Likes Like |Link to Comment
  • Did Herbalife Repurchase Shares While In Possession Of Material Non-Public Information? [View article]
    Whether or not they repurchased OR sold shares while in possession of material non public information is irrelevant. The fact that they made ANY SORT of share transaction while in possession of the information is important.

    Now i won't sit here and speculate as to why they might want to repurchase shares while in possession of information which may or may not be considered negative for the business. But if you use your imagination you may see the light.
    Feb 20, 2013. 05:48 PM | 4 Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Carl? Is that you? If you want to bash Ackman here, please --at least get his name right.
    Feb 8, 2013. 04:06 PM | 2 Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    You can look at our website. Our first report came out on Dec 19th, the day before Ackman's presentation. We have been researching HLF for a long time.
    Feb 8, 2013. 12:54 PM | 1 Like Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    And your point is?

    Yes, we are in this to make money.

    Are you shocked?

    I wouldn't present something to the public that I didn't strongly believe in. This is something that we have spent a LOT of time researching.
    Feb 8, 2013. 12:42 PM | 1 Like Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Thanks for responding. I'd like to ask you a few questions about your club. Be as open and honest as you like:

    1. Has Herbalife corporate ever come to inspect your club?
    2. What were your startup costs in opening the club?
    3. How many daily customers do you have?
    4. What are your weekly sales figures? And weekly overhead/expenses?
    5. In your opinion why do you believe Herbalife demands for you to block windows and not post signage?
    6. Do you think its somewhat strange that Herbalife demands that you deface labels of containers before disposing?
    Feb 8, 2013. 12:00 PM | 1 Like Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Comical. Good luck investing based on the advice of Zacks. You do realize that recommendation is based on EPS surprises right? I hope you realize how meaningless that is with a stock such as Herbalife; which could potentially be scrutinized at any moment by various regulators.
    Feb 8, 2013. 11:53 AM | 1 Like Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Great observation Matt, I didn't really think about it that way, but it makes a lot of sense.

    No reason that Herbalife should not be playing by the same rules as its competitors.
    Feb 8, 2013. 11:45 AM | 1 Like Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    If you believe that Ackman did a 'little research' you obviously didn't read his 'Questions for Herbalife' document published yesterday, which I believe is more damning than his initial presentation.

    I openly admit that we are short, and have been researching and following Herbalife for quite some time now. I am publishing the facts about what we have found, things that I believe the investing public should be aware of. Especially for those that are considering following the lead of big hedge fund managers like Loeb.
    Feb 8, 2013. 11:44 AM | 2 Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Yes, believe it or not Mexico's food safety laws are fairly stringent.

    If you can read spanish, have fun leafing through all of the rules and regulations.

    http://bit.ly/WHILkF

    I'm not here saying that Mexico's regulators would clamp down on those violating food or local laws more forcefully than the US, but just note that there are laws in place.

    Plus, there have been problems in the past with Nutrition Clubs in Mexico --including clubs that have out-side signage. This does not replace the rules but it does show us that in Mexico, like in the US, Herbalife Nutrition Clubs are hidden from the regulators.
    Feb 8, 2013. 11:39 AM | 1 Like Like |Link to Comment
  • Herbalife's Disclosures Don't Add Up - Again [View article]
    Yeah working on a few things--should be out soon.
    Feb 7, 2013. 10:56 AM | 1 Like Like |Link to Comment
  • Herbalife's Disclosures Don't Add Up - Again [View article]
    Nice work on this Matt! I think this new disclosure might have made a bad situation look even worse.
    Feb 7, 2013. 10:28 AM | 2 Likes Like |Link to Comment
  • Recognizing Pyramids - Without A Lawyer, An Economist, Or The FTC [View article]
    Bravo Robert. Great, great article.
    Jan 11, 2013. 02:44 PM | 8 Likes Like |Link to Comment
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78 Comments
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